❌ "Impressed" but SELL | Palantir Bullets #122
Exclusive interviews, Impressed but SELL, KarpMadness
Editor: Emanuele Marabella
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Last week:
Our friend Amit Kukreja released exclusive interviews with leaders from:
Archer Aviations;
Wendy’s Quality Supply Chain Co-op (QSCC);
Databricks;
Redcat;
TWG;
Palantir;
Ripcord.
There is alpha you will not find on equity reports…
Palantir CEO Alex Karp met with Tahnoon Bin Zayed Al Nahyan, Deputy Ruler of Abu Dhabi:
A Palantir employee disclosed that now ~30% of hospital beds in the US are powered by Palantir. It was ~20% last year!
Jefferies Analyst reiterated its “Underperform” rating at $60 target despite having being impressed by AIPCon:
"We tuned into PLTR's sixth AI Platform (AIP) customer event and were impressed with the ROI case studies showcasing how its products are helping transform businesses.
This positive momentum is baked into PLTR's valuation at 45x CY26E, the most expensive stock in our coverage. Fundamentals have been strong, but valuation remains the biggest concern” - Brent Thill
Palantir's stock returned to $90 after a brutal selloff to $75:
At Palantir Weekly we deeply discussed the valuation:
Palantweets
Tweet of the week
Yours,
Arny
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Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products.